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Goldman Sachs Asset & Wealth Management Client Solutions 
United States, New York, New York 
761463947

04.05.2024

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Build and maintain strong partnerships with key decision makers including senior management across assigned list of Retirement intermediaries.
  • Works closely with clients to define goals, address concerns, identify opportunities to plan DCIO sales approach.
  • Track prospects and pipeline through the sales process using the organization's internal Client Relationship Management (CRM) platform.
  • Leverage internal subject matter experts as needed (e.g., Investments, Product Specialists, etc.)
  • Maintains updated DCIO knowledge and provides experience in the retirement plan investment business to help clients realize investment goals.
  • Partner closely with other internal teams to influence platform gatekeepers and investment due diligence teams to win fund and sub-advised mandates as well as recommended fund lists.
  • Develop complete understanding and appreciation of the Goldman Sachs value proposition, which includes market insights, value-added content, distribution-focused marketing strategy to fully deliver the firm when engaging with clients.
  • Help design and implement services by aligning resources at Goldman Sachs with client needs. Services include market collateral and campaigns, value-added content and sales enablement resources.
  • Lead and conduct regular in-person and virtual meetings with clients; set regular agendas for meetings, document follow up and communicate key takeaways to all interested parties.
  • Represent Goldman Sachs at client and industry conferences.
  • Work with client stakeholders to define success metrics and determine engagement strategies. Analyze progress of client relationships against pre-defined success factors.
  • Coordinate regular internal communications for the broader team focused on the defined client base to discuss key focus areas to create and maximize revenue opportunities.
  • Inform new product development efforts for the Defined Contribution business.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Minimum 8 years of work experience, 10 years preferred
  • Demonstrated history of commercial impact and success
  • Strong DCIO/Retirement industry knowledge
  • Desire to work in a team-oriented environment
  • Excellent interpersonal skills
  • Ability to take initiative and be proactive
  • Excellent written and verbal communication skills
  • Proven track record of success within a complex sales environment
  • Series 7 and 63 required (must be obtained within three months of employment)
  • Extensive travel required